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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,590 | $138,102-86.5% | $125,381-85.2% | $134,532-86.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.31% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,197 | $5,245-77.2% | $4,815-75.2% | $4,741-74.8% |
| Participant deferral / active EE | $5,311 | $7,801-31.9% | $7,448-28.7% | $6,401-17.0% |
| Admin fee / account holder | $119 | $11,568-99.0% | $10,007-98.8% | $11,429-99.0% |